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Daniel Ahmad Profile picture
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27 Oct, 4 tweets, 2 min read
Microsoft is reporting that its Q1 FY2021 (Jul - Sep) gaming revenue was up 22% YoY.

This was primarily driven by an increase in content and services revenue, up 30% YoY, driven by software sales and Game Pass subs.

microsoft.com/en-us/Investor… Image
This is usually the part where I do a bunch of tweets breaking down Xbox by number of Live users, hardware growth/decline and other stuff.

Except Microsoft doesn't report any of that anymore..... so.....

🤷‍♂️
That being said, the only thing I can say for sure is from the first tweet.

Xbox total gaming revenue was up 22% YoY. Which means it generated around ~$3.1bn in the quarter. The majority being content and services sales, which was up 30% YoY.
So here is the good news for Xbox.

Its multi platform content and services strategy is paying off.

This would be the best Q1 on record for the gaming segment and it is on track for another record year in terms of revenue.

Here is a look at annual revenue for gaming segment Image

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More from @ZhugeEX

Daniel Ahmad Profile picture
28 Oct
"Console in the Cloud" is a perfect way for Nintendo to pitch cloud gaming on Switch.

Cloud gaming can enhance the experience on Switch.

- Local play for games that can run natively

- Cloud games for those that cannot / are designed for next gen (PS5/Series X) consoles.
Cloud gaming can be further integrated into Switch to enhance the experience for players in the future. E.g.

- Choose to download or stream game demos
- Instantly start playing games as they download, then switch to the local ver.
- Extend gameplay to other devices.
Cloud gaming is not a replacement for local games on Switch, it is simply a way to further enhance the Switch ecosystem

The hybrid nature of Switch is also a plus. No need to switch to a mobile device with touch controls. You get the same cloud game experience handheld or on TV
Read 4 tweets
Daniel Ahmad Profile picture
26 Oct
The Cloud Gaming 1.0 era is coming to an end and the opportunities for 2.0 and 3.0 are becoming clear.

Since the introduction of Onlive and Gaikai almost 10 years ago, cloud gaming has mostly been utilised by players that already game on platforms such as PC / Console

1/
For existing console and PC gamers, cloud gaming is not a replacement for their current devices.

Cloud is a way for them to extend their gameplay to additional devices in different environments. Providing a seamless gaming experience at all times.

2/
The top cloud gaming services for this such as PS Now and GeForce Now understand this through deep integration with existing ecosystems and libraries

Playing a game locally with friends, then being able to resume with the same save and same friends via cloud ver., is appealing
Read 15 tweets
Daniel Ahmad Profile picture
23 Oct
Due to the complexities of covering the China games market and the history of Chinese government actions, it is easy for news stories to make the rounds using some incorrect information

The below being an example. I will explain why this viral tweet is completely incorrect-

1/
- Sony updated its ToS for all users globally recently, including those in Asia / Hong Kong.

- The screenshot above is not related to new changes. This part of the ToS has been in the Asia ToS for PlayStation devices for years.

- It is also Mainland China specific.

2/
- Therefore it cannot be in response to the new Hong Kong National Security Law, nor does it apply to Hong Kong

- The ToS image is above is just the 'Interim Administrative Provisions on Internet Culture' law which was introduced in China during 2003 for all online products

3/
Read 6 tweets
Daniel Ahmad Profile picture
6 Oct
People have asked me why this is:

1. MiHoYo is a Mainland China based developer

2. China's laws and games regulator state that games cannot contain "Anything that threatens China's national unity"

3. All Chinese games censor phrases such as Taiwan / Hong Kong due to this
Chinese developed games have to comply with a ton of content and in game censorship rules because of these laws and regulations

There is a list of banned words that cannot be used in game / via chat functions

Foreign developers also need to comply when publishing games in China
Here is an extract from our China Regulations and Approval Process report that we released earlier this year.

nikopartners.com/niko-partners-…
Read 6 tweets
Daniel Ahmad Profile picture
17 Sep
A quick thread on the PS5 showcase + Strategy:

- Overall a strong showing that focused on blockbuster IP playable on PS5.

- Key exclusive content from first party and select partners.

- Competitive pricing options and global roll out in November.

PlayStation have tailored their PS5 showcases around first year games for the most part since June.

All the major new games showcased, including God of War Ragnarok (PS5 Exclusive), Final Fantasy XVI (PS5 Console Exclusive) and Hogwarts Legends (Multiplat) are 2021 titles.
The emphasis, as noted in the first tweet, is very much on these blockbuster IP releasing soon and PlayStation 5 being the best place to play.

In addition to exclusive games, Sony continues to invest in exclusive content for third party games. E..g. COD Beta / GTA Online free.
Read 19 tweets
Daniel Ahmad Profile picture
11 Sep
Apple clarifies that it will allow cloud game services on iOS if each game is individually approved by Apple

Apple still takes a 30% cut on subscriptions via iOS. But subscribing via PC/Console will allow you to access the iOS app too.

techcrunch.com/2020/09/11/app…
The huge caveat here is that Apple requires each game to have an individual listing and can be purchased or downloaded separately from the subscription service. This could also be a demo version of the game.

One step forward, two steps back imo.
So yes, this is somewhat good news for xCloud, Stadia and other cloud gaming services.

But it's also going to be complicated to implement and may not be something that a cloud game service provider wants to offer in the first place.

Will be interesting to see responses.
Read 8 tweets

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